Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAMSX (ROUMELL OPPORTUNISTIC VALUE FUND INSTITUTIONAL CLASS) | NA | 10.57% | -4.75% | -11.04% | -3.13% | NA | NA | … | … |
Data as of 01/21/2025, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAMSX (ROUMELL OPPORTUNISTIC VALUE FUND INSTITUTIONAL CLASS) | 01/03/2011 | 01/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.57 | -4.75 | -11.04 | -3.13 | NA | NA | … | … | 0.00 | 7.27 | 13.92 | -36.67 | -38.72 | 17.60 | 24.87 | -8.97 | 18.03 | 18.32 | -21.24 | -5.18 | 11.89 | 12.90 | -11.87 |
| Sharpe Ratio | NA | 0.37 | -0.52 | -0.36 | -0.17 | NA | NA | … | … | 0.00 | 0.05 | 0.72 | -1.61 | -0.55 | 0.52 | 2.13 | -0.92 | 2.34 | 1.52 | -1.38 | -0.26 | 1.21 | 1.20 | -0.85 |
| Standard Deviation(%) | NA | 12.95 | 17.09 | 37.44 | 27.72 | NA | NA | … | … | NA | 13.13 | 13.56 | 23.75 | 70.43 | 33.45 | 11.00 | 11.19 | 7.47 | 11.95 | 15.44 | 19.88 | 9.80 | 10.84 | 13.99 |
| Draw Down(%) | NA | 5.73 | 35.24 | 73.95 | 73.95 | NA | NA | … | … | 0.00 | 5.73 | 10.62 | 40.92 | 58.99 | 42.41 | 9.18 | 16.58 | 4.14 | 8.70 | 24.10 | 22.61 | 6.61 | 5.73 | 17.36 |
| Yield(%) | 0.00 | 3.10 | 1.20 | 0.47 | 2.05 | 2.43 | 1.83 | … | … | 0.00 | 3.02 | 1.71 | 0.00 | 0.00 | 0.02 | 11.32 | 5.44 | 0.05 | 0.18 | 0.11 | 11.65 | 6.25 | 0.77 | 0.71 |
Data as of 01/21/2025, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAMSX (ROUMELL OPPORTUNISTIC VALUE FUND INSTITUTIONAL CLASS) |
-31.06%
Jun 2021 – Jun 2024 |
-12.30%
Dec 2017 – Dec 2022 |
-5.10%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAMSX (ROUMELL OPPORTUNISTIC VALUE FUND INSTITUTIONAL CLASS) |
23.44%
May 2018 – May 2021 |
20.29%
Jun 2016 – Jun 2021 |
8.41%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart